2022-05-16T15:15:58-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2020-07-01 391940920 MARQUARDT HOME & COMMUNITY BASED SERVICES INC MARQ 9202610400 1045 HILL STREET WATERTOWN WI 53098 NICOLE CHWALA CFO 9202610400 2022-05-16 1 NICOLE CHWALA 999009999 KRISTEN DONLEVY P01670215 4144761880 2022-05-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 14604355 0 X WWW.MARQUARDTVILLAGE.ORG X 1998 WI TO PROVIDE HOME AND COMMUNITY BASED SERVICES TO THE ELDERLY AND HANDICAPPED 8 8 0 38 0 0 68328 625397 11275254 13971922 473 1078 0 0 11344055 14598397 0 0 0 0 5485218 6285329 0 0 0 4999087 5731040 10484305 12016369 859750 2582028 6473865 9140172 1394380 1478659 5079485 7661513 X GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE 1 0 6367142 8957687 MARQUARDT HOME HEALTH - PROVIDING SKILLED NURSING, THERAPY, AND AIDE SERVICES AT HOME. 3388338 4824992 MARQUARDT HOSPICE - PROVIDING COMFORT CARE AND SPECIALIZED SERVICES TO THE TERMINALLY ILL. 329192 189243 MARQUARDT HOME CARE - PROVIDING NON LICENSED HOME CARE. 10084672 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X NICOLE CHWALA 9202610400 1045 HILL STREET WATERTOWN WI 53098 JEFF HACKEL VICE PRESIDENT (OUTGOING) 0.50 3.50 X 0 0 0 WILLIAM OSWALD VICE PRESIDENT 0.50 3.50 X X 0 0 0 TODD FISCHER PRESIDENT 0.50 3.50 X X 0 0 0 MITZI CASS BOARD MEMBER 0.50 3.50 X 0 0 0 MIKE WILKES BOARD MEMBER 0.50 3.50 X 0 0 0 REV BRUCE NELSON BOARD MEMBER 0.50 3.50 X 0 0 0 MARK PIETROWIAK PRESIDENT (THRU 9/20) 0.50 3.50 X 0 0 0 ROBERT MEIDENBAUER SECRETARY/TREASURER 0.50 3.50 X X 0 0 0 SCOTT DETTMANN ASST SECRETARY/ASST TREASURER 0.50 3.50 X X 0 0 0 KATIE VAN DER LINDEN BOARD MEMBER 0.50 3.50 X 0 0 0 MATTHEW MAUTHE CEO 5.00 35.00 X 0 504101 37282 MICHAEL LIBBY COO 5.00 35.00 X 0 274543 40598 JULIE MARKS CFO 5.00 35.00 X 0 258624 35945 SHERRY CIRA CQO 5.00 35.00 X 0 169240 5167 GARY THORPE DIRECTOR OF HR 5.00 35.00 X 0 150965 5443 CHERYL MEYER DIRECTOR OF HH 5.00 35.00 X 0 130250 15165 JENNIFER JOHNSON CAMPUS ADMINISTRATOR 5.00 35.00 X 0 167625 35877 ROSE BORCK RN 5.00 35.00 X 0 127178 15577 NICOLE CHWALA CONTROLLER 5.00 35.00 X 0 132199 14833 MICHELLE GODFREY CAMPUS ADMINISTRATOR 5.00 35.00 X 0 140367 4895 0 2055092 210782 0 0 1 0 SYMBRIA REHAB 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 THERAPY SERVICES 1293094 BRIGHTREE HOME HEALTH & HOSPICE PO BOX 101233 ATLANTA GA 30392 IT SERVICES 207887 FITZSIMMONS PO BOX 497 OAK FOREST IL 60452 MEDICAL EQUIPMENT RENTAL 150546 UNLIMITED ADVACARE 23838 NETWORK PLACE CHICAGO IL 60673 MEDICAL EQUIPMENT RENTAL 120611 4 22798 586349 16250 625397 HOME HEALTH 621610 8957687 8957687 HOSPICE 623990 4824992 4824992 HOME CARE 621610 189243 189243 13971922 36 36 7000 5958 1042 1042 1042 14598397 13971922 0 1078 X 5213684 4765448 448236 76444 69872 6572 629387 575577 53810 365814 334537 31277 980496 980496 2837 2837 65052 65052 2516805 2358722 158083 86484 55252 31232 477620 477620 295872 295872 92460 92460 145059 145059 35489 35489 61075 61075 EQUIPMENT RENTAL 572401 572401 PHARMACY 219072 219072 BAD DEBT EXPENSE 91072 91072 DUES AND SUBSCRIPTIONS 63030 63030 26216 26216 12016369 10084672 1931697 0 1362395 2959145 275595 196972 65204 78623 5046266 6102404 6473865 9140172 1398291 1118334 -3911 360325 1394380 1478659 X 5079485 7661513 5079485 7661513 6473865 9140172 2582028 0 X 0 1 X 1 0 X 40039 58928 106129 68328 625397 898821 5385657 8036554 10066460 11275254 13971921 48735846 5425696 8095482 10172589 11343582 14597318 49634667 0 100081 115299 100252 46762 362394 100081 115299 100252 46762 362394 49272273 55 640 130 473 1078 2376 55 640 130 473 1078 2376 21 21 5425772 8096122 10172719 11344055 14598396 49637064 0.99270 0.99060 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 206824 169152 37672 68771 27820 40951 78623 DUE FROM AFFILIATES 6102404 6102404 X PART X, LINE 2: MARQUARDT VILLAGE AND ALL AFFILIATES, EXCEPT MARQUARDT INVESTMENTS, ARE TAX-EXEMPT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THEY ARE ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. THE CORPORATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 MATTHEW MAUTHE CEO 0 442084 0 61620 0 397 0 8550 0 28732 0 541383 0 0 MICHAEL LIBBY COO 0 250508 0 23806 0 229 0 7522 0 33076 0 315141 0 0 JULIE MARKS CFO 0 235734 0 22402 0 488 0 7759 0 28186 0 294569 0 0 JENNIFER JOHNSON CAMPUS ADMINISTRATOR 0 167508 0 0 0 117 0 3520 0 32357 0 203502 0 0 SHERRY CIRA CQO 0 154091 0 14643 0 506 0 4129 0 1038 0 174407 0 0 GARY THORPE DIRECTOR OF HR 0 137573 0 13218 0 174 0 4270 0 1173 0 156408 0 0 PART I, LINE 3 RELATED ORGANIZATIONS USE THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE FORM 990, PART III, LINE 2 BEGAN IN-HOME CARE SERVICES FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE A SINGLE CLASS OF VOTING MEMBERS, AND THE SOLE MEMBER OF THAT CLASS SHALL BE MARQUARDT VILLAGE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL APPOINT UP TO EIGHT (8) DIRECTORS. THE APPOINTED DIRECTORS SHALL BE INCLUDED IN THE TOTAL NUMBER OF AUTHORIZED DIRECTORS, SHALL BE ENTITLED TO VOTE, AND SHALL BE COUNTED FOR PURPOSES OF DETERMINING WHETHER A QUORUM IS PRESENT. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS MAY BE TAKEN ONLY BY THE MEMBER AMENDMENT OF THE ARTICLES OF INCORPORATION, AMENDMENT OF THE BYLAWS, MERGER, CONSOLIDATION, OR DISSOLUTION, THE CREATION OF ANY SUBSIDIARIES OR AFFILIATES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS GIVEN TO EACH BOARD MEMBER TO REVIEW AND COMMENT ON BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE CEO AND THE CFO ALSO REVIEW AND APPROVE THE 990 RETURNS BEFORE THEY ARE FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD MUST ATTEST THAT THEY DO NOT HAVE ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST; OR THEY MUST DISCLOSE ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT. SHOULD A CONFLICT ARISE, THE PERSON AFFECTED IS ASKED TO EXCUSE THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 142,775. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 142,775. THERAPY: PROGRAM SERVICE EXPENSES 1,516,199. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,516,199. ALLOCATIONS: PROGRAM SERVICE EXPENSES 699,748. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 699,748. HOSPITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 33,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,247. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 124,836. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,836. ZINZENDORF HALL INC 1045 HILL STREET WATERTOWN WI 53098 391647409 ASSISTED LIVING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MARQUARDT MANAGEMENT SERVICES INC 1045 HILL STREET WATERTOWN WI 53098 391756037 SENIOR HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MORAVIAN HOMES INC 1045 HILL STREET WATERTOWN WI 53098 391324889 SENIOR HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MUELLER APARTMENTS INC 1045 HILL STREET WATERTOWN WI 53098 391294266 LOW INCOME HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MARQUARDT FOUNDATION INC 1045 HILL STREET WATERTOWN WI 53098 391563808 SUPPORT MARQUARDT VILLAGE INC AND AFFILIATES WI 501(C)(3) LINE 7 MARQUARDT VILLAGE INC 0 MARQUARDT VILLAGE INC 1045 HILL STREET WATERTOWN WI 53098 391704732 MANAGEMENT SERVICES WI 501(C)(3) LINE 12B, II N/A 0 MARQUARDT MEMORIAL MANOR INC 1045 HILL STREET WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 THE HILLS AT CORTLAND RIDGE 1045 HILL STREET WATERTOWN WI 53098 611517711 DEVELOPMENT OF RETIREMENT COMMUNITY WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MARQUARDT INVESTMENTS INC 1045 HILL STREET WATERTOWN WI 53098 475473378 INVESTMENTS WI MARQUARDT FOUNDATION INC C 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0